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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,121 | $160,070-89.3% | $147,117-88.4% | $145,897-88.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.60% | 98.69%-84.1pp | 420.54%-405.9pp | 552.29%-537.7pp |
| Employer contribution / active EE | $2,372 | $5,285-55.1% | $4,932-51.9% | $4,663-49.1% |
| Participant deferral / active EE | $8,237 | $8,419-2.2% | $8,065+2.1% | $6,689+23.1% |
| Admin fee / account holder | $90 | $15,035-99.4% | $12,993-99.3% | $13,390-99.3% |